While it's not officially earnings seasons yet, we had a couple giants of technology report last quarter's results on Friday. Oracle
In this video, Fool.com analyst Eric Bleeker says he's been wrong about Oracle's move into hardware through its acquisition of Sun Microsystems. Yes, Oracle has been losing market share, but at this stage in the game, it looks like their re-positioning to higher-margin offerings and "fat trimming" at Sun Microsystems has been successful. We'll see if there's any long-term blow back for the share loss, but as of now, the company looks to have another successful acquisition on its hands.
Of course, being Oracle, the company's earnings release and conference call had to rub some salt in competitor's wounds. We saw some continued chest thumping around Oracle mopping the floor with SAP
On the loser side of earnings, Bleeker says Research In Motion's earnings were less than inspiring. It's no secret what's ailing the BlackBerry maker: in two words, Apple
On the business user side, we've seen reports the company is losing its iron grip. AT&T says 4 out of 10 iPhone sales are to business users. It's not as if RIM is in danger of going extinct tomorrow, but with lower satisfaction scores that indicate consumers are more likely to switch to either Android or the iPhone on their next purchase, the growth story looks to be fizzling out.
To hear Bleeker's full thoughts on Oracle and Research In Motion's earnings, click on the video below:
Eric Bleeker owns shares of no companies listed above. Google is a Motley Fool Rule Breakers selection. Apple is a Motley Fool Stock Advisor recommendation. The Fool owns shares of Oracle. Try any of our Foolish newsletters today, free for 30 days. The Motley Fool has a disclosure policy.
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